Manning & Napier Advisors, Llc 401(k) And Profit Sharing Plan
Sponsored by Manning & Napier Advisors, Llc · EIN 453240790 · Plan #003
- Total assets
- $152M
- Net assets
- $152M
- Active participants
- 313
- With balances
- 517
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $76,714 |
| Callodine Group Llc | Other fees | $3,325 |
| Charles Schwab & C0., Inc. | Investment advisory (participants) | $1,049 |